WISDOMTREE TR's ticker is RESP and the CUSIP is 97717W596. A total of 25 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $256,000 | +2.0% | 6,269 | -8.8% | 0.00% | – |
| Q3 2020 | $251,000 | +15.7% | 6,875 | +6.1% | 0.00% | – |
| Q2 2020 | $217,000 | -12.5% | 6,481 | -28.4% | 0.00% | – |
| Q1 2020 | $248,000 | -28.9% | 9,051 | -4.2% | 0.00% | – |
| Q4 2019 | $349,000 | +2.6% | 9,452 | -5.9% | 0.00% | – |
| Q3 2019 | $340,000 | -8.4% | 10,040 | -9.7% | 0.00% | – |
| Q2 2019 | $371,000 | +27.9% | 11,115 | +23.9% | 0.00% | – |
| Q1 2019 | $290,000 | +14.2% | 8,969 | +0.5% | 0.00% | – |
| Q4 2018 | $254,000 | -14.5% | 8,927 | +0.7% | 0.00% | – |
| Q3 2018 | $297,000 | +28.0% | 8,861 | +21.8% | 0.00% | – |
| Q4 2017 | $232,000 | +5.9% | 7,274 | +196.7% | 0.00% | – |
| Q3 2017 | $219,000 | -28.0% | 2,452 | -31.0% | 0.00% | – |
| Q2 2017 | $304,000 | +34.5% | 3,552 | +31.4% | 0.00% | – |
| Q1 2017 | $226,000 | +4.1% | 2,703 | -0.7% | 0.00% | – |
| Q4 2016 | $217,000 | -9.2% | 2,722 | -14.5% | 0.00% | – |
| Q3 2016 | $239,000 | +17.7% | 3,184 | +15.9% | 0.00% | – |
| Q2 2015 | $203,000 | +22.3% | 2,748 | +17.0% | 0.00% | – |
| Q3 2014 | $166,000 | 0.0% | 2,349 | -0.3% | 0.00% | – |
| Q2 2014 | $166,000 | +4.4% | 2,355 | +0.0% | 0.00% | – |
| Q1 2014 | $159,000 | +12.8% | 2,354 | +6.1% | 0.00% | – |
| Q4 2013 | $141,000 | +19.5% | 2,219 | +14.2% | 0.00% | – |
| Q3 2013 | $118,000 | +461.9% | 1,943 | +433.8% | 0.00% | – |
| Q2 2013 | $21,000 | – | 364 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Choice Wealth Advisors, LLC | 494,957 | $25,379,000 | 18.66% |
| Charter Oak Capital Management, LLC | 202,372 | $10,377,000 | 1.21% |
| Opes Wealth Management LLC | 8,525 | $437,000 | 0.14% |
| Redhawk Wealth Advisors, Inc. | 9,230 | $473,000 | 0.12% |
| GPS Wealth Strategies Group, LLC | 8,909 | $457,000 | 0.10% |
| CFS Investment Advisory Services, LLC | 7,884 | $359,000 | 0.05% |
| Institute for Wealth Management, LLC. | 5,019 | $257,000 | 0.04% |
| SPINNAKER TRUST | 11,182 | $573,000 | 0.04% |
| Capital Advisors, Ltd. LLC | 4,188 | $215,000 | 0.04% |
| COURIER CAPITAL LLC | 5,531 | $284,000 | 0.03% |